Mutual funds is beneficial to all stakeholders; the investors, the distributors and the manufacturer.
Make first time investors in mutual fund as your client. They shall stay longer with you
Learning makes selling easy.
Restrict your meetings within work hours.
Technology is important but overrated in mutual fund advisory and distribution business.
Plan and prepare for your client meetings in advance for best results.
Client meetings, client calling and client review; that's all you need to do. Rest all must be delegated.
STP and SWP are great products to increase AUM faster.
Reference marketing mostly works better than digital marketing for individual financial intermediaries.
Stop doing non productive work and you will see your AUM growing.